14
San Diego CRM Consulting Introduction, Capabilities and Sample Client Studies April 2013
| Date post: | 31-Jul-2015 |
| Category: |
Business |
| Upload: | david-inniss |
| View: | 247 times |
| Download: | 1 times |
San Diego CRM ConsultingIntroduction, Capabilities and Sample Client Studies
April 2013
Company Data
• Company founded in 2005
• 9 Retained Consultants “Constellation of Consultants” - The best and brightest in their fields (data normalization - migration, web, API, PHP, custom applications)
• David Inniss, MBA principle Salesforce.com Architect/Implementation consultant
• 850+ Complete Salesforce.com implementations across numerous vertical markets - including media marketing, sales, affiliates
• 245 Integration or custom API, Force.com, APEX engagements
Capabilities
Process Mapping
•Integral for Company Transformation/Process Inception, Improvement•All Engagements begin with P.M.•Maps generated for all in-scope areas•Interactive generation - Live creation•Guarantees 100% process transparency
CapabilitiesDesign
•Critical to successful project •Blueprints for system design•Iterative/Interactive process•Interactive generation - Live creation•Creates ‘End state’ target•Provides project milestones•Provides inherent training opportunities
Capabilities
• Custom programming
• Complete Applications - Smart Payment Plan (https://www.smartpaymentplan.com/pages/videos_spp.php)
• APEX Triggers (Salesforce.com)
• S-Controls (Salesforce.com)
• Web Controls (Calendar integration)
Capabilities• Consulting
• SDCRM principals each have over 15 years full-time business/CRM consulting experience
• Best Practices
• Vendor Selection and management
• Support Agreements/Outsourced CRM Functions
• Contract COO/CTO/CIO
Capabilities
• Application Integration
• Single - Multi application integration with Salesforce.com
• Integration Engine (Cloudpanel)
• Direct API
• Batch Import Data
Capabilities
• App Exchange Partner Applications
• SDCRM Implementation Partners with 34 App Exchange companies
• Hundreds of partner application implementations
• Collaborative process with SDCRM as Project Manager. Ensures continuity
Capabilities
Training / Adoption•Live On-Site Training•Live Gotomeeting Training - Recorded and stored in p-word protected site on vimeo.com•Recorded Pre-requisite Training(http://vimeo.com/channels/sfdc101)•One on One C-Level training•Follow-up ‘Sharktank” Q&A Sessions
Case Study - Tony Robbins (RRI)
Integration PointsSalesforce.com
MAS500 - AccountingWebsite
Credit Card ProcessingEvent Registration
Point of Sale Purchasing Technologies
Custom Controller (Interface Engine)Registration/Barcode/POS application (Adobe
Flex)Web Interface (API)
Custom Automations (APEX Triggers)
Case Study - McKinley
Partners/LDK Capital
Integration PointsSalesforce.com
MLS Data (Multiple Counties/Databases)
ForeclosureRadar.comGeopointe Mapping (Property
Geocoding)
TechnologiesCustom Controller (Interface Engine)XML Feeds from MLS/F.R. Websites
Geocoding‘Blob’ API Updates
Case Study - Smaato
Integration PointsSalesforce.com
SOMA - Proprietary DBWebsite
TechnologiesCustom Controller (Interface
Engine)Web Interface (API)
Custom Automations (APEX Triggers)
Pricing Models
•Project Pricing - “In for a Penny, In for a Pound”
•Hourly Pricing
•Monthly Retainers
•Pre-Paid Block of Hours
